Private Wealth Group, LLC filed 13F-HR
- Report for the quarter ended 09-30-2026
- 72 holdings reported
- Total value of holdings: $262,652,345
13F-HR
13F-HR: Institutional Holdings Report
Investment managers with at least $100 million in qualifying assets report their equity holdings on Form 13F within 45 days after each quarter ends.
Inside the 13F-HR
- Positions held at quarter end
- Comparing quarters shows positions opened, closed and changed
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Latest 13F-HR filings
13F-HRPrivate Wealth Group, LLCLIVE 13F-HRSOUTHERN CAPITAL SERVICES INC /ADVLIVE SOUTHERN CAPITAL SERVICES INC /ADV filed 13F-HR
- Report for the Calendar Year or Quarter Ended: 09-30-2026
- Form 13F File Number: 028-26716
- Total Value of Holdings: $175,525,155
13F-HRFamily Investment Center, Inc.LIVE Family Investment Center, Inc. filed 13F-HR
- Report for the quarter ended 09-30-2026
- 112 holdings reported
- Total value of holdings: $606,172,271
13F-HRCapstone Wealth Management Group, Inc.LIVE Capstone Wealth Management reports $169.9M in holdings
- Reported holdings value: $169,998,913
- 123 information table entries
- No other included managers
13F-HRTargeted Financial Services LLCLIVE Targeted Financial Services LLC filed 13F-HR
- Report for quarter ended 09-30-2026
- 63 information table entries
- Total value of holdings: $136,411,512
13F-HRFinancial Partners Group, IncLIVE Financial Partners Group, Inc reports 13F holdings
- 251 holdings entries
- Total value of $963,606,700
- Filing by Joshua John Britton
13F-HRGREENBERG FINANCIAL GROUPLIVE GREENBERG FINANCIAL GROUP filed 13F-HR
- Report for the quarter ended 09-30-2025
- 137 holdings entries reported
- Total value of holdings: $285,455,719
13F-HRWealthstar Advisors, LLCLIVE Wealthstar Advisors reports $353.78M in holdings
- Reported holdings value: $353,780,413
- 114 information table entries
- No other included managers
13F-HRPATHWAY WEALTH MANAGEMENT LLCLIVE PATHWAY WEALTH MANAGEMENT LLC filed 13F-HR
- Report for the quarter ended 09-30-2026
- 30 holdings reported
- Total value of holdings: $149,500,617
13F-HRSJBENEN ADVISORY, LLCLIVE SJBENEN ADVISORY, LLC filed 13F-HR
- Report for the quarter ended 09-30-2026
- 33 holdings reported
- Total value of holdings: $165,021,453
13F-HRMullaney, Keating & Wright, Inc.LIVE Mullaney, Keating & Wright, Inc. filed 13F-HR
- Report for the quarter ended 09-30-2026
- 70 holdings reported
- Total value of holdings: $216,054,637
13F-HRHigh Probability Advisors, LLCLIVE High Probability Advisors, LLC filed 13F-HR
- Report for the quarter ended 09-30-2026
- 71 holdings reported
- Total value of holdings: $892,178,961
13F-HRUniversity of Cambridge Investment Management LtdLIVE University of Cambridge Investment Management Ltd filed 13F-HR
- Report for the Calendar Year or Quarter Ended: 09-30-2026
- Form 13F Information Table Value Total: $96,396,973
- Person Signing: Karen Whinney, Chief Operating Officer
13F-HRCERTIOR FINANCIAL GROUP, LLCLIVE Certior Financial Group, LLC reported $184.5M in holdings.
- Reported $184,482,557 in holdings.
- 143 holdings listed.
- No other included managers.
13F-HRAcorn Wealth Advisors, LLCLIVE Acorn Wealth Advisors reports $407M in holdings
- Reported holdings value: $407,058,482
- 303 information table entries
- No other included managers
13F-HRPensionDanmark PensionsforsikringsaktieselskabLIVE PensionDanmark reports $12.3B in holdings
- Reported holdings value: $12,324,003,853
- Number of holdings: 585
- Reporting manager: PensionDanmark Pensionsforsikringsaktieselskab
13F-HRZENITH SOLUTIONS, INC.LIVE ZENITH SOLUTIONS, INC. filed 13F-HR
- Report for the quarter ended 09-30-2026
- 85 information table entries
- Total value of holdings: $112,336,666
13F-HRGenerali Investments, Management Co LLCLIVE Generali Investments reports $516M in holdings
- Reported holdings value: $516,734,054
- Number of holdings: 168
- Reporting manager: Generali Investments, Management Co LLC
13F-HRGrant Private Wealth Management IncLIVE 13F-HRBlankinship & Foster, LLCLIVE